“Mid- and smallcap valuations are testing their margin of safety after a sharp three-month rebound, leaving little room for earnings disappointments. Investors should make selective and measured allocations to these segments, anchoring fresh portfolios with high-quality largecaps that have strong balance sheets and visible earnings.”

Rajesh Palviya’s track record (trackable calls only): 9 graded calls · 95% CI 19–73%